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Contents

  1. Contents
  2. Introduction
    1. How This Documentation is Organized
    2. Using This Book
    3. Tell Us What You Think
  3. Getting to Know OmniPlan
    1. The Toolbar
    2. Task View
    3. Resource View
    4. Calendar View
    5. View Options
    6. Inspectors
      1. The Project Inspector
      2. The Task Inspector
      3. The Resource Inspector
      4. Style Attributes
  4. Working in OmniPlan: A Tutorial
    1. Step 1: Create a Project
    2. Step 2: Choose a Start or End Date
    3. Step 3: Create Milestones
    4. Step 4: Create Tasks
    5. Step 5: Edit the Work Week
    6. Step 6: Set Schedule Exceptions
    7. Step 7: Set Task Durations
    8. Step 8: Group Tasks
    9. Step 9: Connect Tasks with Dependency Lines
    10. Step 10: Create Hammock Tasks
    11. Step 11: Create Resources
    12. Step 12: Assign Resources
    13. Step 13: Set Individual Schedule Exceptions
    14. Step 14: Level Resources
    15. Step 15: Set the Baseline
    16. Step 16: Resolve Violations
    17. Step 17: Check the Critical Path
    18. Step 18: Split Tasks
    19. Step 19: Update Task Completion
    20. Step 20: Collaborate via Server Repository
    21. Step 21: Balance Multi-Project Resource Loads
  5. Working with Tasks
    1. Creating and Deleting Tasks
      1. Creating Milestones
    2. Connecting Tasks with Dependencies
      1. Types of Dependencies
    3. Creating Hammock Tasks
    4. Grouping Tasks
      1. Characteristics of Task Groups
    5. Visual Planning in the Gantt Chart
      1. Changing the Chart's Scale
      2. Changing the Duration of a Task
      3. Adjusting Task Completion
      4. Drawing Dependency Lines
      5. Drawing Constraints on Tasks
      6. Locking Start or End Dates
      7. Changing Item Labels
    6. Editing Tasks
      1. Task Information Inspector
      2. Task Schedule Inspector
    7. Using Columns in the Task Outline
    8. Filtering the Task Outline
  6. Working with Resources
    1. Creating and Deleting Resources
    2. Assinging Resources to Tasks
    3. Grouping Resources
      1. Assigning Groups
      2. Characteristics of Resource Groups
    4. Editing Resources with the Resource Information Inspector
    5. Tracking Assignments with the Timeline
    6. Using Columns in the Resource Outline
    7. Duration and Effort
      1. What Makes Duration and Effort Change
  7. Using the Calendar
    1. Setting Up Working Hours
      1. Editing the Work Week
      2. Editing Exceptions
  8. Configuring your Project
    1. Setting a Start or End Date
    2. Customizing Display of Time and Currency
    3. Setting Definitions of Work Time Units
    4. Duration Approximation
      1. Rounded Time Values
      2. Scheduling Granularity
    5. Using Notes
    6. Using the Custom Data Inspectors
    7. Linking Files to a Project
    8. Using the Project Styles Inspector
    9. Structural Styles
    10. Named Styles
      1. Setting Up Named Styles
    11. Ad-Hoc Styling
      1. Applying Ad-Hoc Styles
    12. The Style Attributes Inspector
    13. The Project Colors Inspector
    14. Using Templates
      1. Creating a Template
      2. Managing Templates
  9. Maintaining your Project
    1. Resolving Violations
      1. The Violations Window
    2. How Scheduling and Leveling Work
    3. Comparing the Baseline and Actual Schedules
      1. Setting the Baseline
      2. Revising the Baseline
    4. Catching Up Task Completion
    5. Rescheduling Incomplete Tasks
    6. Managing Server Repositories
    7. Publishing, Subscribing, and Change Tracking
    8. Balancing Resource Loads Across Projects
    9. Cleaning Up Stale Usage
  10. OmniPlan Extended
    1. Importing from Other Formats
    2. Exporting to Other Formats
    3. Printing
      1. Print-Time Options
    4. Microsoft Project Support
    5. Customizing HTML Templates
    6. Accessing Items by URL
  11. Preferences
    1. General
    2. Display
    3. Templates
    4. HTML
    5. Accounts
      1. Creating a Sync Account
      2. Publishing and Subscribing
    6. Update
  12. Glossary
  13. Managing your Omni Licenses
  14. Getting Help
    1. The OmniPlan Website
    2. The Official Forums
    3. Email Support
    4. Release Notes
Return to All Documents
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